CALEDONIA INVESTMENTS PLC
•CIK: 1037766•Filing: Q4 2025
**CALEDONIA INVESTMENTS PLC** manages $902M across a focused portfolio of 15 positions. The fund exhibits significant conviction in technology and industrials, with top holdings including $117.5M in 4I1 and $113.3M in MSFT. Further notable allocations include $89.8M in TXN and $78.5M in WSO, demonstrating deep sector exposure. This concentrated structure suggests a high-conviction, fundamentally driven investment mandate.
Total AUM
$902.3M
QoQ Performance
-11.2%
Positions
15
Top 10 Concentration
83.6%
Latest Filing
Q4 2025
Top Holdings Allocation
PM
MSFT
TXN
WSO
ORCL
TMO
SCHW
MCO
PM13.0%
MSFT12.6%
TXN10.0%
WSO8.7%
ORCL8.1%
TMO7.2%
SCHW6.8%
MCO6.7%
📈 Biggest Buys
Sector Breakdown
Technology30.6%
Other27.3%
Financial13.5%
Consumer Staples13.0%
Healthcare7.2%
Consumer4.5%
Communication3.9%
Changes from Q3 2025
NEW2 new positions
↑3 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022